Filed January 12, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,471 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,402 | $100,227-15.8% | $169,993-50.3% | $74,419+13.4% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.0%+8.3pp | 70.7%+24.6pp |
| Annual return | 18.77% | 66.08%-47.3pp | 53.37%-34.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,722 | $4,263-59.6% | $6,785-74.6% | $2,637-34.7% |
| Participant deferral / active EE | $4,345 | $7,143-39.2% | $10,408-58.3% | $4,528-4.0% |
| Admin fee / account holder | $20 | $234-91.4% | $12,815-99.8% | $348-94.2% |